Desktop: How to Delete An Individual Client Return

In an office preparing returns on more than one computer, the following steps need to be done on the computer designated as the File Server.

Note: Removing a return is permanent. There is no "unremove" function.

To remove an individual client's return in TaxSlayer Pro, from the Quick Menu select:

• Utilities
• Remove an Individual Client - Click the check box on the left to select a client to be removed. You can also sort the list by SSN, first name, or last name and search by whatever column the list is sorted by.
• When you are finished indicating the return(s) to remove, click Ok.
• Are you sure you want to remove X return(s)? - Select Yes.
• If TaxSlayer Pro is configured to use a network, you will be asked Remove Return(s) from Network Backup? Select Yes again.

Additional Information:

Remove / Delete A State Return

Remove / Delete A Business Return